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 # Petopi28 Portfolio       Currency:EURTop 25: 1209
Visit Petopi28
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Start:09/19/2024 Day Return:
-0.10%
Day Rank:1278
Days: 363 Month Return:
5.28%
Month Rank:352
Last:2025-09-09 Year Return:
0.00%
Year Rank:1155
Visits:216 All Time Return:
19.37%
All Time Rank:1060


 JanFebMarAprMayJunJulAugSepOctNovDec Year S&P500
2024
    
    
    
    
    
    
    
    
1.59%
-1.62%
5.73%
3.84%
9.74%
2.83%
2025
1.41%
-0.61%
-10.08%
2.56%
7.22%
1.78%
3.56%
-1.63%
5.25%
    
    
    
8.75%
12.43%

 # Stocks & Cash
Date  Amount      Ticker       % Day   Buy   Last Quote  Value % Return Weight
09/20/202462AVGO Broadcom Inc1.17%$171.94$364.30$22,587111.87%16.07%
09/20/20243,874IAG.MC IAG0.59%2.48€4.45€17,239€79.22%14.45%
09/20/202456IBM International Business Machines Corp1.10%$214.14$256.28$14,35219.68%10.21%
09/20/2024345III.L 3i Ord1.39%£34.54£38.59£15,44411.74%12.94%
09/21/2024133IRM Iron Mountain Inc3.24%$116.01$99.86$13,281-13.92%9.45%
09/20/20243,752KGF.L Kingfisher-0.33%£3.13£2.43£10,554-22.51%8.84%
09/21/202428LMT Lockheed Martin Corp0.41%$545.73$473.16$13,248-13.30%9.43%
09/20/20242,415MKS.L Marks & Spencer2.66%3.69€3.46€8,363€-6.11%7.01%
09/20/2024272VZ Verizon Communications Inc-0.23%$43.77$43.87$11,9330.23%8.49%
09/20/20243,721Cash   0.00%1.00€1.00€3,721€0.00%3.12%
EUR/USD: 1.17792    GBP/EUR: 1.1600 Portfolio Value: $140,565 119,333€ 100%

 # PerformancePetopi28S&P500
Return:
19.33%
15.62%
Annualized Return:19.39%15.67%
Std (Volatility):16.9016.26
Sharpe:0.910.72
Beta:0.551.00
Jensen Alpha:0.900.00
Drawdown:19.9718.46



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